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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: Patrick E.McDaniel who wrote (151813)	1/24/2000 12:19:00 AM
From: calgal	Respond to of 176387

Patrick, Hi! That is so funny. We all got the story at the same time! I am just looking for some positive News, so I am scanning everything! What do you think about the Quarter? Don't you think that Dell would have warned before now? There are still unknown variables to be determined. :) Leigh

To: Patrick E.McDaniel who wrote (151813)	1/24/2000 12:32:00 AM
From: TechMkt	Respond to of 176387

Found this on the CPQ thread. Good news on DELL servers in Japan. Fez ________________________________________ Dell Tops in Japan's PC Servers, Compaq in UNIX Servers: Customer Satisfaction Survey January 17, 2000 (TOKYO) -- Dell Computer Corp. of Japan emerged as the leader in the PC server sector and Compaq Computer KK with its AlphaServer series in the UNIX server category, according to a customer satisfaction survey focusing on corporate information divisions, Nikkei Computer said. The magazine came up with the findings in its annual survey on customer satisfaction. Dell Wins in Close Contest for PC Server Ranking The overall satisfaction rating that targeted PC servers resulted in a close contest, with Dell's POWEREDGE series gaining 60 points to emerge as the leader. Eight competitors close by, separated by just a few points. The mean value of their scores, at 56 points, is considerably lower than the value in the mainframe or office computer rating portions of the survey. The respondents were asked to select three or fewer vendors that had provided services and products, and to evaluate each item related to every product or service in use. The scale is as follows: 4 = excellent, 3 = satisfactory, 2 = less satisfactory, 1 = not satisfactory. After obtaining the answers, each grade was converted to a "satisfaction rating" with grade 4 matched to 100 points, grade 3 to 66.7, grade 2 to 33.3 and grade 1 to 0. The POWEREDGE series got an extraordinarily high appraisal for its pricing. Together with its high score for reliability, the series emerged in first place. The survey's second position is shared by the HP NetServer of Hewlett-Packard Japan Ltd. and the AQUANTA of Nihon Unisys Ltd. The HP NetServer got high satisfaction ratings for the product itself and related services, and the AQUANTA series was supported by high appraisals for services. By operating system, machines with NetWare were most highly rated, and Windows NT machines (with an outstanding share of 85 percent) were ranked second. Linux-equipped computers did not qualify in the ranking due to the small number of respondents. AlphaServer Highly Rated Based on Reliability The UNIX server ranking portion of the survey had Compaq's AlphaServer in the top position, with a score of 63 points. Next is Hitachi Ltd., with the 9000V Series/3500 Series, gaining 60 points. In this category, the mean value of the overall satisfaction rating is 57 points, or below those of the mainframe and office computer ratings. The AlphaServer got a highly rating based on its reliability, gaining higher satisfaction in all the items except OS reliability. Hitachi's servers, ranked second, marked a higher score in the product-related service item, which contributed to its high rating for overall satisfaction. Meanwhile, NEC Corp., Sun Microsystems KK, HP, and Fujitsu Ltd. did not gain higher satisfaction ratings than the mean value. The common item in the low satisfaction in the product-related service area includes initial response to trouble as well as troubleshooting. IBM Japan's AS/400 Holds Significant Lead As for the office computer category, IBM Japan Ltd.'s AS/400 series is ranked number one, with a rating of 68 points. The next is Toshiba's TP90 series, with 65 points. In contrast, the other three principal domestic mainframe companies, Fujitsu, NEC and Hitachi, failed in making their office computers stand out -- with their scores in the 50-60 point range. The AS/400 computer was highly appraised in all the items concerning the machine, including performance, extensibility and ease of operation. This IBM machine also had a lead over its rivals in the area of hardware and OS reliability. Even its price-setting satisfaction rating was above average. The AS/400 has become an exceptional model among IBM's products, which, in general, were rated low in terms of price satisfaction. The TP90 series was rated highly for product-related services while gaining the top position in all the items except troubleshooting.

To: Patrick E.McDaniel who wrote (151813)	1/24/2000 12:58:00 AM
From: calgal	Respond to of 176387

Pat, More info. :) Leigh Global PC Shipments Rise 19% in 4th Quarter, Beating Forecast Framingham, Massachusetts, Jan. 24 (Bloomberg) -- Worldwide personal-computer shipments rose a better-than-expected 19 percent in the fourth quarter, as consumers in Asia rushed to buy machines to get on the Internet, a market researcher said. Shipments had been expected to rise 17 percent worldwide, according to International Data Corp. of Framingham, Massachusetts. In preliminary results, U.S. shipments rose 17 percent, topping IDC's forecast for 13 percent growth. Dataquest, another market-research firm, said worldwide shipments increased 17 percent and U.S. shipments rose 15 percent. Dell Computer Corp., the world's largest direct PC seller, beat out Compaq Computer Corp. for the No. 1 position in the U.S. market for the second consecutive quarter. Compaq maintained its worldwide lead. Stronger Asian economies, particularly in Japan, fueled sales among consumers. ``The Asian market is finally back 100 percent,' said John Brown, an IDC analyst. ``You've got to be there to succeed as a global player.' With their economies no longer teetering on bankruptcy, consumers in Asia returned to buying computers at a clip not seen in several years. Even Year 2000 concerns, which slowed the U.S. corporate computer market, failed to deter Asian consumers. ``Driving demand was a rise in Internet awareness and low prices,' said Charles Smulders, an analyst at San Jose, California-based Dataquest. Global Market Compaq shipped 4.6 million PCs in the fourth quarter, capturing 14 percent of the worldwide market, compared with second-place Dell's 10 percent, IDC said. International Business Machines Corp. came in third worldwide with a 7.6 share, while fourth-place Hewlett-Packard Co. had 7.5 percent. The joint venture between Fujitsu Ltd. and Siemens AG was fifth with a 5.2 percent market share. Round Rock, Texas-based Dell held off Compaq in the U.S., accounting for 17 percent of the market in the fourth quarter. Compaq garnered a 16 percent share. Compaq struggled to copy Dell's success by selling more computers directly to consumers. The plan is a big switch in strategy for Houston-based Compaq, which became the largest PC maker by selling computers predominantly through dealers, retailers and distributors. ``Dell is definitely at the point where they're in charge,' IDC's Brown said. Hewlett-Packard's Growth Hewlett-Packard's fourth-quarter shipment growth outpaced most of its rivals both in the U.S. and worldwide. Its U.S. shipments rose 64 percent from the year-ago quarter, while global shipments surged 49 percent, IDC said. Hewlett-Packard captured 10.2 of the U.S. market in the quarter, while Gateway had 9.2 percent. IBM, which started to shut down sales to U.S. retailers to sell online, had a 5.5 percent share. U.S. consumer demand, which was sparked by price cuts made earlier in the year by major PC makers to compete with ``free' PCs and rebates, remained brisk in the fourth quarter. ``People are still buying although they bought a lot in the first half,' Brown said. U.S. and Japanese corporate customers, which delayed PC purchases in the fourth quarter to test for Year 2000 bugs, will increase buying early this year. ``We're expecting a pretty healthy performance of the (PC) market in the first half,' Brown said. Dataquest expects worldwide shipment growth rates to slow to 18 percent this year, a drop from 1999's 22 percent. Jan/24/2000 0:03 For more stories from Bloomberg News, click here. (C) Copyright 2000 Bloomberg L.P.